IRIDIAN ASSET MANAGEMENT LLC

HTTP://WWW.IRIDIAN.COM WESTPORT, CT Investment Advisor How do I update this listing?

Iridian Asset Management is based out of Westport. Iridian Asset Management is a large advisory firm with 163 clients and discretionary assets under management (AUM) of $8,829,828,862 (Form ADV from 2018-08-01). Their last reported 13F filing for Q3 2019 included $6,386,326,000 in managed 13F securities and a top 10 holdings concentration of 36.48%. Iridian Asset Management's largest holding is Wyndham Destinations Inc with shares held of 6,614,841. Iridian Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 84 13F filings, 6 13D filings, and 316 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $6.386 Billion
  • Prior Market Value $6.921 Billion
  • New Purchases14 stocks
  • Additional Purchases22 stocks
  • Sold out of8 stocks
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 36.48 %
  • Turnover % [1]:27.16%
  • Turnover Alt % [2]: 16.82 %
  • Time Held Top20:2.85 quarters
  • Time Held Top10:2.20 quarters
  • Time Held All:7.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.25%
Performance Last 4 Quarters: 8.45%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
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  • 2017-12-31 - 13F-HR (Subscription required)
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
First Eagle Investment Management, LLC

View Last Form Adv Compilation Report on Record

IRIDIAN ASSET MANAGEMENT LLC
Classified as Hedge Fund
276 POST RD WEST
WESTPORT CT    06880-4704
Country: United States

Business Phone: 203-341-7800
Fax: 203-341-7801
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 43
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 532,345,000
Total Number of Clients: 163
Amount of client funds and securities by related persons: 532,345,000
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

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IRIDIAN ASSET MANAGEMENT LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
COHEN, DAVID, LAWRENCE CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER 11/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER 11/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
ELLIOTT, JEFFREY, MITCHELL CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND SECRETARY 11/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND SECRETARY direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
BUCKLAN, LANE, STEVEN CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROCHDALE INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER - VICE PRESIDENT direct 2000-08-01
IRIDIAN ASSET MANAGEMENT LLC CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER direct 2003-03-01
ROCHDALE INVESTMENT MANAGEMENT LLC VICE PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2000-08-01 2001-11-30
ROCHDALE INVESTMENT MANAGEMENT LLC VICE PRESIDENT-LEGAL AND COMPLIANCE, CHIEF COMPLIANCE OFFICER direct 2000-08-01 2003-02-06
IRIDIAN ASSET MANAGEMENT LLC GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER direct 2003-03-01 2014-06-23
IRIDIAN ASSET MANAGEMENT LLC GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER; CHIEF ADMINISTRATIVE OFFICER direct 2003-03-01 2016-03-18
AROVID ASSOCIATES LLC MEMBER 06/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2009-06-01
IRIDIAN EMPLOYEE HOLDINGS LLC MEMBER 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2012-11-01
LARENJAY, INC. MEMBER 06/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CLASS A MEMBER; MANAGER indirect 2012-11-01
ALHERO LLC MEMBER AROVID ASSOCIATES LLC 06/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
LLMD LLC MEMBER AROVID ASSOCIATES LLC 06/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
ARTICLE I FAMILY TRUST UNDER HAROLD J. LEVY 2009 IRREVOCABLE TRUST DTD 5/28/09; SHARI B. LEVY, TRUSTEE MEMBER ALHERO LLC 06/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
ART. I FAMILY TRUST UNDER DAVID L. COHEN 2008 IRREVOC. TRUST DTD 4/22/08; JAY COHEN, MICHAEL GREENE & JEFFREY ELLIOTT, TRUSTEES MEMBER LLMD LLC 06/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
COHEN, DAVID, LAWRENCE MEMBER; MANAGER AROVID ASSOCIATES LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY MEMBER; MANAGER AROVID ASSOCIATES LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY MEMBER; MANAGER ALHERO LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
COHEN, DAVID, LAWRENCE MEMBER; MANAGER LLMD LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LARENJAY, INC. CLASS A MEMBER; MANAGER IRIDIAN EMPLOYEE HOLDINGS LLC 11/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CLASS A MEMBER; MANAGER indirect 2012-11-01
COHEN, DAVID, LAWRENCE SHAREHOLDER LARENJAY, INC. 11/01/2012 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY SHAREHOLDER LARENJAY, INC. 11/01/2012 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
IRIDIAN PRIVATE BUSINESS VALUE EQUITY FUND, LP United States 805-6301554523 Other Private Fund LONG ONLY SECURITIES 394,048,877 1,000,000
IRIDIAN CHARTER FUND, LP United States 805-6216291182 Hedge Fund 74,932,046 1,000,000
IRIDIAN WASABI FUND, LP United States 805-9774095010 Other Private Fund LONG ONLY SECURITIES 10,995,688 1,000,000

IRIDIAN ASSET MANAGEMENT LLC

ownership team - last updated 2017-03-17
Name Title Start Date Direct/Indirect % Ownership
COHEN, DAVID, LAWRENCE CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER 11/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER 11/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
ELLIOTT, JEFFREY, MITCHELL CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND SECRETARY 11/01/1995 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND SECRETARY direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
BUCKLAN, LANE, STEVEN CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROCHDALE INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER - VICE PRESIDENT direct 2000-08-01
IRIDIAN ASSET MANAGEMENT LLC CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER direct 2003-03-01
ROCHDALE INVESTMENT MANAGEMENT LLC VICE PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2000-08-01 2001-11-30
ROCHDALE INVESTMENT MANAGEMENT LLC VICE PRESIDENT-LEGAL AND COMPLIANCE, CHIEF COMPLIANCE OFFICER direct 2000-08-01 2003-02-06
IRIDIAN ASSET MANAGEMENT LLC GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER direct 2003-03-01 2014-06-23
IRIDIAN ASSET MANAGEMENT LLC GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER; CHIEF ADMINISTRATIVE OFFICER direct 2003-03-01 2016-03-18
AROVID ASSOCIATES LLC MEMBER 06/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2009-06-01
IRIDIAN EMPLOYEE HOLDINGS LLC MEMBER 11/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER direct 2012-11-01
ALHERO LLC MEMBER AROVID ASSOCIATES LLC 06/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
LLMD LLC MEMBER AROVID ASSOCIATES LLC 06/01/2009 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
ARTICLE I FAMILY TRUST UNDER HAROLD J. LEVY 2009 IRREVOCABLE TRUST DTD 5/28/09; SHARI B. LEVY, TRUSTEE MEMBER ALHERO LLC 06/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
ART. I FAMILY TRUST UNDER DAVID L. COHEN 2008 IRREVOC. TRUST DTD 4/22/08; JAY COHEN, MICHAEL GREENE & JEFFREY ELLIOTT, TRUSTEES MEMBER LLMD LLC 06/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER indirect 2009-06-01
COHEN, DAVID, LAWRENCE MEMBER; MANAGER AROVID ASSOCIATES LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY MEMBER; MANAGER AROVID ASSOCIATES LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY MEMBER; MANAGER ALHERO LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
COHEN, DAVID, LAWRENCE MEMBER; MANAGER LLMD LLC 06/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LARENJAY, INC. CLASS A MEMBER; MANAGER IRIDIAN EMPLOYEE HOLDINGS LLC 11/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CLASS A MEMBER; MANAGER indirect 2012-11-01
COHEN, DAVID, LAWRENCE SHAREHOLDER LARENJAY, INC. 11/01/2012 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18
LEVY, HAROLD, JAY SHAREHOLDER LARENJAY, INC. 11/01/2012 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
IRIDIAN ASSET MANAGEMENT LLC CO-PRESIDENT AND CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER direct 1995-11-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC MEMBER; MANAGER indirect 2009-06-01
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-11-01
IRIDIAN ASSET MANAGEMENT LLC PRINCIPAL, PORTFOLIO MANAGER direct 1995-11-01 2002-05-06
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER direct 1995-11-01 2003-03-21
IRIDIAN ASSET MANAGEMENT LLC SHAREHOLDER indirect 1995-11-01 2007-05-17
IRIDIAN ASSET MANAGEMENT LLC CO CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2007-08-07
IRIDIAN ASSET MANAGEMENT LLC CHIEF EXECUTIVE OFFICER; CO CHIEF INVESTMENT OFFICER; DIRECTOR direct 1995-11-01 2009-05-18

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
IRIDIAN PRIVATE BUSINESS VALUE FUND, LP United States 805-6301554523 Other Private Fund LONG ONLY SECURITIES 558,652,061 1,000,000
IRIDIAN CHARTER FUND, LP United States 805-6216291182 Hedge Fund 109,984,774 1,000,000

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